Donaldson Capital Management LLC increased its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 43.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 99,364 shares of the ride-sharing company’s stock after purchasing an additional 30,256 shares during the period. Donaldson Capital Management LLC’s holdings in Uber Technologies were worth $8,119,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Measured Wealth Private Client Group LLC purchased a new position in Uber Technologies during the third quarter worth $25,000. Kilter Group LLC purchased a new stake in shares of Uber Technologies in the second quarter valued at $26,000. Westend Capital Management LLC acquired a new stake in shares of Uber Technologies during the third quarter valued at $27,000. Total Investment Management Inc. acquired a new stake in shares of Uber Technologies during the second quarter valued at $32,000. Finally, Imprint Wealth LLC purchased a new stake in Uber Technologies during the 3rd quarter worth about $32,000. Hedge funds and other institutional investors own 80.24% of the company’s stock.
Analyst Ratings Changes
Several research analysts recently weighed in on UBER shares. BTIG Research reissued a “buy” rating and issued a $100.00 target price on shares of Uber Technologies in a research note on Tuesday, March 17th. Citigroup reiterated a “buy” rating on shares of Uber Technologies in a report on Tuesday, March 17th. Morgan Stanley cut their price objective on shares of Uber Technologies from $110.00 to $100.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. JPMorgan Chase & Co. reduced their price objective on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Finally, Stifel Nicolaus decreased their target price on shares of Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $105.29.
Insiders Place Their Bets
In related news, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction on Monday, March 16th. The stock was sold at an average price of $74.45, for a total value of $2,233,500.00. Following the transaction, the senior vice president directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of Uber Technologies stock in a transaction that occurred on Tuesday, February 24th. The stock was purchased at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at $2,047,867.50. The trade was a 357.02% increase in their position. The SEC filing for this purchase provides additional information. 3.70% of the stock is currently owned by insiders.
Uber Technologies Stock Up 0.1%
UBER opened at $69.22 on Monday. Uber Technologies, Inc. has a 12 month low of $60.63 and a 12 month high of $101.99. The business has a 50-day moving average of $75.48 and a two-hundred day moving average of $85.08. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. The stock has a market capitalization of $141.41 billion, a price-to-earnings ratio of 14.70, a price-to-earnings-growth ratio of 6.33 and a beta of 1.22.
Uber Technologies (NYSE:UBER – Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The company had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. During the same quarter in the previous year, the company earned $3.21 earnings per share. The company’s revenue was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, research analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.
More Uber Technologies News
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Strategic robotaxi partnership: Uber announced a partnership with Pony.ai and Verne to launch Europe’s first commercial robotaxi service in Zagreb — a capital‑light way to enter European autonomous mobility that could improve long‑term margins and TAM. Article Title
- Positive Sentiment: High street price target: 24/7 Wall St. published a bullish 12‑month price target (~$125), implying substantial upside versus current levels — a signal that some analysts see strong medium‑term upside. Article Title
- Positive Sentiment: Payments/retail deal could boost engagement: Uber signed a multi‑year partnership with Ibotta for US grocery and retail promotions, which may increase app engagement and non‑ride revenue. Article Title
- Positive Sentiment: Brokerage sentiment: Aggregated broker notes show an average rating around “Moderate Buy,” supporting investor confidence among some institutions. Article Title
- Positive Sentiment: Autonomous ecosystem tailwinds: Pony.ai said it will more than double its robotaxi fleet and is expanding internationally — scaling partners like Pony.ai improve the probability Uber’s robotaxi efforts will become meaningful. Article Title
- Positive Sentiment: EV supply relationship: Coverage flagged a large Rivian arrangement with Uber (Rivian deal references), which could help electrify driver fleets and reduce EV adoption friction for Uber drivers. Article Title
- Neutral Sentiment: Investor letters and coverage: Fund letters and Zacks pieces highlight Uber’s strategic positioning and elevated investor interest but provide mixed, non‑actionable takeaways. Article Title Article Title
- Neutral Sentiment: Office expansion/ops updates: Uber is expanding its NYC office and implementing in‑office expectations — operational news that is company‑specific but not clearly material to near‑term earnings. Article Title
- Negative Sentiment: Analyst estimate trims: Erste Group slightly lowered FY2026/2027 EPS forecasts, signaling some analysts see tighter near‑term growth/profitability than before. Article Title
- Negative Sentiment: Short‑term market reaction: Several outlets note the stock fell after the robo‑taxi announcement, suggesting investors are booking profits or treating the move as longer‑term R&D rather than immediate earnings accretive. Article Title
Uber Technologies Company Profile
Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.
Uber’s principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.
Further Reading
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